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Hello,
I would like to add a column for the total invoice amount to the 'All free text invoices' area in Dynamics 365 (Accounts Receivable -->Invoices-->All free text invoices).
The total invoice amount doesn't seem to be an option when adding a field to personalise it. I also can't seem to add the correct form in the + Create new field option.
Is there a simple way to do this without additional development?
Hi Liz,
The table doesn't contain a field for the total invoice amount. You can view the totals when you click on the button 'Totals'. The information o the Totals form is calculated at the time of opening the form.
To achieve your requirement, it can only be done by a customization.
Hi,
As mentioned by Andre when there is filed called totals to verify the totals of all the lines, you do not find any total field on the personalization form.
Thanks,
Sheela
Hi Liz L,
What exactly you want after adding that column?
Do you just need a list of Invoices with Invoice Id and other fields with Invoice Value?
If Yes and you need an inquiry form, I would suggest use "Invoice Journal"(AR >Inqury & Reports >Invoices > Invoice Journal)
You can customize the view if you need only Free text invoice by filtering "Sales Order" (Exactly="") or Filtering Invoice Number Sequence.
Or if SSRS works for you, I would suggest "Customer Invoice Journal report" (AR >Inqury & Reports >Invoices > Customer Invoice Journal Report).
Let me know if this helps.
Thanks
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